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Navigator

Strategy Report ·David Roche ·02 Feb 2026

This week's Navigator takes the plunge: What is causing the Precious Metal and Hard Asset Meltdown? How far will it go? Is the long term story still intact, When to buy again? Middle East will the whole thing turn TACO? Why not? Why every outcome of a war is not be…

#US Federal Reserve#Gold#Middle East Crisis#Iranian Confrontation#Shipping#Gold Reserves#Iran#Commodities (Gold)#Container Shipping#Middle East War#Middle East Conflict#Global Shipping INvestment Theme.#Iran Regime Change#Shipping Container Capacity#Precious Metals Melt Down-Why? Read More
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Odd bins

Strategy Report ·David Roche ·17 Nov 2025

Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…

#Container Shipping#Global Shipping INvestment Theme.#US Supreme Court#Trump Tariffs.#US Tariffs#RMB (Renminbi)#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping Read More
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Odd bins

Strategy Report ·David Roche ·04 Nov 2025

This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio…

#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#NuclearThreats#US Federal Reserve#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.#Cold War Read More
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